Job description
Financial Advisor for an RIA Firm Series 66
- Location: Boca, FL
- Base Salary will depend on experience plus new business net revenue incentive, plus benefits
Preferred Skills/Experience:
- Excellent relationship management, networking, and business development skills
- Extraordinary talent for driving business.
- Extensive knowledge of Investment products and services
- Ability to partner with colleagues to identify and service unique clients' needs.
- Well-developed analytical and problem-solving skills
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently.
- Series 66 license, clean license
- CFA or CFP is a plus but not required
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